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Acumatica User Rights for DataSelf

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For DataSelf integration with your Acumatica (OData extraction and dashboard embedding), please give DataSelf an Acumatica user with the following roles:

  • Administrator
  • BI
  • Customizer
  • DashboardDesigner
  • ReportDesigner
  • Wiki Admin
  • Wiki Author

Be sure to set up the password to never expire. 

You might add user roles to restrict the data access. For instance, adding a user role to only one of your branches will prevent DataSelf access to branches' data. 

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